SCHWAB STRATEGIC TR's ticker is SCHZ and the CUSIP is 808524839. A total of 532 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Security Financial Services, INC. | 141,511 | $6,532,148 | 1.85% |
| FAS Wealth Partners, Inc. | 314,612 | $14,522,477 | 1.84% |
| SUTTON PLACE INVESTORS LLC | 28,622 | $1,321,192 | 1.84% |
| Clearview Wealth Advisors LLC | 37,270 | $1,720,388 | 1.75% |
| Destination Wealth Management | 1,009,548 | $46,600,754 | 1.74% |
| Orcam Financial Group | 26,950 | $1,244 | 1.71% |
| Kades & Cheifetz LLC | 47,565 | $2,195,615 | 1.68% |
| Apeiron RIA LLC | 103,287 | $4,767,717 | 1.63% |
| Larson Financial Group LLC | 348,963 | $16,108,132 | 1.61% |
| Smart Money Group LLC | 72,245 | $3,334,814 | 1.59% |
| Omega Financial Group, LLC | 73,896 | $3,411,022 | 1.56% |
| Mission Creek Capital Partners, Inc. | 104,270 | $4,813,103 | 1.55% |
| Blue Barn Wealth, LLC | 50,849 | $2,347,175 | 1.52% |
| Midwest Financial Group LLC | 38,760 | $1,789,000 | 1.52% |
| American Trust | 468,230 | $21,613,508 | 1.50% |
| My Legacy Advisors, LLC | 81,034 | $3,752,662 | 1.48% |
| Courage Miller Partners, LLC | 73,461 | $3,390,975 | 1.41% |
| TCWP LLC | 142,080 | $6,558,409 | 1.40% |
| Marotta Asset Management | 136,018 | $6,278,591 | 1.40% |
| Peak Financial Management, Inc. | 83,089 | $3,835,402 | 1.37% |
External links
This page lists SCHWAB STRATEGIC TR's shareholders in Q2 2023. To view SCHWAB STRATEGIC TR's shareholder history, click here.